kevin caron is a portfolio manager with washington crossing advisors. he's with us tonight from a snowy new york at the nasdaq. kevin, why shy away from rapidly growing companies in this environment? >> well, i think what you're seeing is a slow-down in earnings growth. but on the other hand, the economy is doing somewhat better than it was, let's say six months ago. so investors who come into the year looking for very fast earnings growth as justification for their stock prices may be somewhat disappointed. so the economy is getting a little bit better, but wave come out of the recession. we've had a full recovery in profits, so here, going forward, we expect to see slower growth and consistency, i think, is the key in that kind of environment. >> tom: you mentioned a full recovery in profits. are stocks, broadly speaking, at this level expensive given the lack of earnings growth that you forecast? >> i don't think they're either expensive or cheap. and the reason i say that is because the standard & poors 500, which is a proxy for the stock market, ha